Optimizing ServiceNow Workflows: Any Pro Tips?

[rikazharrison]

What are your top tips for optimizing workflows in ServiceNow to boost efficiency and streamline processes? Share your insights and best practices!

[Dr Atul G- LNG]

Hi @rikazharrison 

https://www.youtube.com/watch?v=cvXVEy_G0VU

https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/resource-center/solut...

[Aniket Chavan]

Hello @rikazharrison ,

"Please refer to the links below, which can definitely help you:"

• MASTERING IT WORKFLOW OPTIMIZATION WITH SERVICENOW: A STEP-BY-STEP GUIDE
• How to Optimize ITSM with ServiceNow Workflow Automation

Also, below are a few points that might help you:

• Understand Your Processes:
  - Before making any changes, thoroughly understand the existing processes. Identify bottlenecks, redundant steps, and areas for improvement.
• Collaborate with Stakeholders:
  - Involve key stakeholders in the optimization process. Understand their pain points and requirements to ensure the workflow meets everyone's needs.
• Simplify and Standardize:
  - Simplify complex workflows by eliminating unnecessary steps. Standardize processes wherever possible to ensure consistency across the organization.
• Use Best Practice Workflow Design:
  - Leverage ServiceNow's best practice workflow design principles. Follow naming conventions, use field types appropriately, and keep workflows simple and easy to understand.
• Utilize Flow Designer:
  - Take advantage of ServiceNow's Flow Designer to create visual workflows. It allows for intuitive design and automation, making it easier to understand and manage complex processes.
• Automation with Orchestration:
  - Automate repetitive tasks and integrations using ServiceNow Orchestration. This can significantly reduce manual effort and the risk of errors.
• Implement Service Level Agreements (SLAs):
  - Define SLAs to ensure timely completion of tasks. This not only helps in prioritizing work but also in identifying areas where processes can be sped up.
• Performance Analytics:
  - Use ServiceNow's Performance Analytics to monitor and measure the efficiency of workflows. Analyze data to identify areas for improvement and track the impact of optimizations.
• Optimize Scripting:
  - If you use scripts, optimize them for performance. Avoid unnecessary scripting and use asynchronous processes where possible to prevent delays in workflow execution.
• User Training and Communication:
  - Train users on the optimized workflows to ensure they understand changes and can adapt to the new processes. Communication is key to successful implementation.
• Regularly Review and Update:
  - Workflows should not be static. Regularly review and update them based on feedback, changing business requirements, or technological advancements.
• Security Best Practices:
  - Implement security best practices to ensure that data and processes are secure. Control access to workflows based on roles and responsibilities.
• Monitor and Audit:
  - Set up monitoring and auditing mechanisms to track changes to workflows. This helps in identifying issues early on and ensuring compliance with organizational policies.
• Integration Optimization:
  - If you have integrations, optimize them for performance. Ensure that data exchanges are efficient and do not cause delays in workflow execution.
• Consider Mobile Access:
  - If applicable, optimize workflows for mobile access. Ensure that users can perform necessary tasks efficiently on mobile devices.

Let me know your views on this and Mark ✅Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.

Thanks,

Aniket

[Aniket Chavan]

Hello @rikazharrison 

Is there any update on my response? if my response was helpful in addressing your query or If it assisted you in resolving your issue, kindly consider marking it as helpful, accepting the solution, and closing the thread. Doing so will not only acknowledge the assistance provided but also benefit future readers who might encounter a similar problem.

Thank you! 😁
Aniket.